View accounts and track net worth
View account details and track net worth in a single interface. Monitor spending habits and set financial goals. Receive alerts for account activity and transaction history.
Showing 1–20 of 1,000 ranked alternatives.
Andrew Little
Track net worth and set financial goals
Track net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
Affinity Plus Federal Credit Union
Track budgets, monitor net worth, add cards
Track monthly budgets across categories and monitor net worth by comparing account balances to debts. Add cards to digital wallets for secure payments. Request and activate replacement cards with digital versions available immediately.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Nerdwallet, Inc.
Track net worth and credit score
Track net worth with a dashboard that displays cash, investments, credit cards, loans, and property. Receive financial insights on credit score and cash flow. Earn 3.90% APY on cash deposits in a linked account.
T4 Software, Inc.
Track net and update balances
Track net with customizable screens for updating financial information. Log expenses and view spending history. Monitor account changes over time. Manually enter transactions without automatic web imports.
Hangzhou PlatinumTinkling Technology Co., Ltd.
Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Monarch Money, Inc.
Expenses, , and share financial goals
Manage finances by consolidating accounts into one view. spending, set budgets, and monitor progress. Collaborate with partners or financial advisors to plan and achieve financial goals. Receive alerts and notifications for account activity.
Ploutos Studios LLC
Track expenses, investments, and net worth
Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.
Bettr Dayz s.r.o.
Track expenses, income, and net worth
Track expenses, income, and net worth. Organize bank accounts, cash, and financial goals in one place. Create custom budgets and set savings goals. View spending insights and receive alerts.
Shayr LLC
Track expenses, sync accounts, view net worth
Track spending and net worth with real-time charts and graphs. Link multiple bank accounts and credit cards. Set budgets and receive spending alerts. View transaction history and categorize expenses. Share financial insights with members.
Wealth-X, LLC
Access global ultra high net worth intelligence.
The app provides access to global intelligence on Ultra High Net Worth Individuals. Users can search the database, view dossiers, and download PDFs.
Oportun, Inc.
Save money, track expenses, set goals
Set savings goals and automatically transfer funds to meet them. Track spending habits and income. Adjust savings plans based on personal schedules and financial needs. Receive notifications about savings progress and account activity.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
Hiatus Inc.
Track expenses, monitor accounts, save money
Consolidate accounts to track spending and . Identify financial habits through activity analysis. Set savings goals and receive budgeting recommendations. Export transaction data and set spending limits. Receive alerts for unusual account activity.
Victor Balssa
Track net worth by currency
Access financial data via OAuth2 authentication. Manage net worth by currency. View historical asset account charts. Store access tokens securely using iOS Keychains. No external APIs or analytics tracking. Syncs with III instance.
United Community Banks Inc
Check balances, transfer funds, deposit checks, set
Check account balances and transaction history. Pay bills and set up alerts to monitor activity. Transfer money and deposit checks via photo. View account details and manage alerts remotely.
Westlake Services, Llc
Make payments and manage accounts
Manage accounts with payment features, recurring payment setup, and payoff information access. View transaction history and account balances. Receive alerts and notifications for account activity.
Frost Bank
Open accounts and manage funds
Open a checking account by providing personal and financial details. Send money to contacts via email or phone number. Deposit checks by capturing images. View account balances and transaction history. Set up alerts for account activity.
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